WISE ADVICE
FROM THE
TOP OF THE
TREE

Geoff Vince

Partner

Geoff Vince

“We pride ourselves on delivering personalised service, in order to help your business flourish”

B.Comm, FCA

Geoff advises small to medium-sized businesses and prides himself on delivering a personalised service to every client. He has in-depth experience working with companies in a variety of industries, including property development, manufacturing and professional services.

Geoff can support you in every aspect of your business, including taxation, auditing and superannuation processes, and complex management, business development and succession planning. He is renowned for his talent in rapid business analysis and will quickly identify key areas and develop comprehensive strategies to ensure your business grows.

Geoff is a Fellow of the Institute of Chartered Accountants Australia and New Zealand and a Registered Company Auditor with the Australian Securities and Investments Commission. He has served as Chairman of the finance committee for a community charity for more than ten years.

When he isn’t helping businesses develop, Geoff indulges his passion for sports, including rugby league, golf and cricket.

“Businesses mainly fail for two reasons: lack of good management and inadequate funding. These points should be your primary focus.”

Kurt Baker

Partner

Kurt Baker

“We draw on our experience from working with independent business owners to help you solve complex problems as your business grows.”

B.Bus, CA, JP

Kurt specialises in providing taxation and accounting advice to small to medium-sized businesses. He has an in-depth knowledge in a variety of industries, including advertising, entertainment, law, medicine, mining and property development.

Kurt works closely with international affiliates, helping overseas clients with inbound migration and other business issues. He provides practical taxation and commercial advice including cash flow planning, finance and business valuations for high-wealth individuals and family groups.

Clients come to us for sound commercial solutions to often complex problems or issues. Kurt has the experience and expertise to offer solutions and, where appropriate, provide positive alternatives and ideas.

When he isn’t offering tailored business advice, Kurt is kept busy supporting his children’s sporting and theatrical activities, and catching up on the cricket, soccer and baseball. He is also a keen participant in the annual NSW Cancer Council’s ‘Shitbox Rally’, raising more than $25,000 for cancer research.

“Our client-centric approach means we can advise you on all aspects of your business”

B.Bus, CA, GDipAppFin (SecInst), F Fin

His in-depth knowledge and client-centric approach means he can advise you on all aspects of your business, including strategy, structuring, due diligence, pre-IPO planning, litigation support, succession and estate planning, and general commercial advice.

Chris is a Registered Company Auditor and has extensive experience performing statutory audits for publicly listed companies, medium to large private businesses, subsidiaries of foreign-registered entities and Australian Financial Services Licensees.

He is a Member of Chartered Accountants Australia and New Zealand and a Fellow of the Financial Services Institute of Australasia. He is also a Registered Tax Agent.

When he isn’t evaluating company financials, Chris is busy chasing after three growing children, swimming and running to keep fit. He is also a keen sailor and, for the past four years, has crewed on a classic yacht at the Sydney Amateur Sailing Club in Mosman Bay.

“An external adviser brings a fresh, impartial perspective that can help business owners take a step back and see their operations in a completely new way.”

Tim Valtwies

Partner

Tim Valtwies

“Our extensive business accounting experience gives us a thorough understanding of the challenges you face.”

B.Ec, CA

Tim has worked with some of Australia’s largest entrepreneurial companies, and has audited and advised public, inbound multinational, family-owned and private equity–backed businesses. He is an expert at providing audit, assurance, business performance and financial due diligence services to entrepreneurial and high-growth companies, and at helping businesses prepare for investment and succession.

Tim can help you manage your financial affairs, business structures, financial reporting obligations and assurance needs. His extensive business accounting experience gives him a thorough understanding of the challenges clients face. By taking the time to build strong relationships and develop a complete overview of your business risks and opportunities, he can help you build on and improve your success.

Tim is a Member of Chartered Accountants Australia and New Zealand and a Registered Company Auditor.

When he isn’t helping clients meet their financial requirements, Tim sails 16-foot skiffs around Sydney Harbour, follows the Australian rugby and cricket teams, and spends time with his young family. He also hopes one day to get back on the golf course.

Maree MacPhail

Partner

Maree MacPhail

B.Comm, CA

Maree provides taxation, financial, GST and investment advice to our professional, high-wealth and private company clients. She has a strong knowledge of taxation, auditing and business services, specialising in the medical, real estate, IT and media industries. In particular she has a special interest and deep experience in working with medical practitioners and specialists.

Maree can advise you on a wide variety of business requirements, including acquiring and financing new properties and businesses, structuring transactions, managing cash flow, year-end tax planning and transitioning into retirement. She is also an expert at establishing tax-effective business structures, and investment and superannuation structures that maximise wealth and minimise tax.

Maree is a Member of Chartered Accountants Australia and New Zealand.

When she isn’t developing business structures, Maree loves travelling the world, hiking and biking in the great outdoors, and spending time at home with her family, her dogs and her garden.

“As businesses grow, they will encounter many different and often unexpected issues. An advisor with a long-term understanding of your business can help you address challenges.”

Colin Samuel

Partner

Colin Samuel

“We provide holistic solutions to businesses and their owners to help deliver high-quality results”

B.Com (Acc/Fin), CA

Colin works as a passionate and trusted advisor to entrepreneurial and family businesses. He has extensive experience in a variety of industries, including civil engineering, hospitality, manufacturing, property development, retail and wholesale.

Colin provides holistic solutions to businesses and their owners. These include strategy, debt advisory, business valuations and transactional services to name a few. He can also help you simplify and restructure complex arrangements to enable successful growth and succession planning. His clients value his excellent communication skills and commitment to delivering high-quality work on time.

Colin is an Member of Chartered Accountants Australia and New Zealand.

When he isn’t adding value to clients, he is travelling to far-flung places where accountants rarely venture (such as Belize, the Kokoda Track and Mount Kilimanjaro). He also finds time to indulge his passions for sport – particularly those that make him sweat – and food, lots of food!

“A business owner’s ability to learn from their mistakes, and proactively translate that learning into action, is their ultimate competitive advantage.”

David Prichard

Partner

David Prichard

“We develop a deep understanding of your objectives and issues before delivering practical and timely advice to add real value to your business”

BA (Hon) (Accountancy)

David provides general taxation services for businesses and individuals, including tax planning, structuring, corporate reorganisations, mergers and acquisitions, and transactional matters. He has extensive experience working with clients in a variety of industries, including fast-moving consumer goods, manufacturing, IT and resources.

David specialises in corporate groups, tax losses, withholding tax, transaction structuring, international tax and capital gains tax. He prides himself on being accessible and approachable, and is committed to giving his clients the best possible advice and support.

By taking the time to build a close working relationship, David will develop a deep understanding of your objectives and issues before delivering practical and timely advice based on his commercial experience.

David is a Fellow of the Australian Institute of Taxation and the Chartered Institute of Taxation (UK).

When he isn’t providing taxation advice, David is spending time with his young family and catching up on the rugby and football (the soccer kind!).

David Robinson

Partner

David Robinson

“Wise advice from the top of the tree”

B.EC, M.Comm, FCA, CTA

David is a trusted advisor to Australian and multinational corporations with extensive accounting, taxation and business expertise. He is an expert in providing accounting and business advice to high net worth individuals, SMEs, trade unions and not-for-profit organisations. He is an experienced public company non executive director.

David can advise you on a wide range of business requirements, including mergers and acquisitions, business development and strategy, corporate governance and wealth creation. He is passionate about proactively helping people find the right solutions and has assisted many not-for-profits on a pro bono basis throughout his career.

David is a Fellow of the Institute of Chartered Accountants in Australia, a Registered Company Auditor, Registered Tax Agent, a Fellow Institute of Chartered Accountants in Australia (ICAA) and a Member of Australian Institute of Company Directors.

When he isn’t helping his clients, David enjoys his time with his young grandchildren, his agricultural pursuits, playing golf and watching all sports.

“HAVING AND DEMONSTRATING EMPATHY IS INTEGRAL TO TRULY UNDERSTANDING A CLIENT’S NEEDS AND HELPING THEM TO REALISE THEIR GOALS.”

Geoff Tierney

Partner

Geoff Tierney

“Wise advice from the top of the tree”

B.Bus, M.Com, CA, CTA

Geoff advises private companies across a variety of industries, with specialist expertise in the areas of corporate income tax and capital gains tax. He regularly supports his clients with the preparation of financial forecast models, management reporting and analysis, as well as providing other outsourced CFO services.

His strong technical knowledge and tailored commercial advice helps clients in alleviating the stress of ongoing compliance burdens and provides them with the confidence to make informed decisions with up-to-date financial information and comprehensive forward forecasts.

Geoff takes a consultative approach when working with business owners and believes by truly understanding their business he can ensure the right systems and processes are in place to prevent small administrative errors becoming significant issues.

Geoff is a Member of Chartered Accountants Australia and New Zealand and is a Chartered Tax Advisor with the Tax Institute.

When Geoff isn’t providing his clients with commercial advice, he enjoys motor racing, spending time with family and friends and is an avid rugby and cricket fan.